Allworth Financial’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Allworth Financial’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.38M	Buy	338,443 +51,264	+18%	+$1.12M	0.03%	287
2026 Q1	$6.29M	Buy	287,179 +17,735	+7%	+$391K	0.03%	325
2025 Q4	$5.95M	Buy	269,444 +246,180	+1,058%	+$5.44M	0.02%	329
2025 Q3	$515K	Buy	23,264 +11,123	+92%	+$245K	﹤0.01%	886
2025 Q2	$267K	Buy	12,141 +7,811	+180%	+$169K	﹤0.01%	1065
2025 Q1	$93.8K	Hold	4,330	–	–	﹤0.01%	1261
2024 Q4	$92.5K	Buy	4,330 +3,352	+343%	+$72.5K	﹤0.01%	1301
2024 Q3	$21.7K	Hold	978	–	–	﹤0.01%	1854
2024 Q2	$21K	Hold	978	–	–	﹤0.01%	1849
2024 Q1	$20.9K	Hold	978	–	–	﹤0.01%	1748
2023 Q4	$21.2K	Buy	+978	New	+$20.2K	﹤0.01%	1620

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Allworth Financial's IBDV Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 18% in Q2 2026, buying an estimated $1.12M and bringing the position to 338,443 shares worth $7.38M. The position accounts for 0.03% of the portfolio, ranked #287.

Allworth Financial first reported a position in IBDV in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Allworth Financial held 338,443 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $7.38M as of Q2 2026.
Allworth Financial bought 51,264 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.12M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #287 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.